Update lead status when inspection stage advances to estimate
Update lead status when inspection stage advances to estimate
You lose handoffs when inspection-stage deals don't update lead records, leaving estimators without status. This aligns lead status so estimators and office staff can book estimates same day.
Overview
When a deal moves past inspection, your estimators need accurate lead context to schedule and manage insurer tasks. This flow pushes that status to your referral CRM so field teams and office staff can act on the right leads and book estimates the same day.